See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,818 | $90,503-24.0% | $78,689-12.5% | $273,961-74.9% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 9.79% | 75.60%-65.8pp | 62.18%-52.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,780 | $3,176-43.9% | $2,851-37.5% | $4,869-63.4% |
| Participant deferral / active EE | $4,443 | $3,901+13.9% | $3,517+26.3% | $5,287-16.0% |
| Admin fee / account holder | $2,449 | $5,263-53.5% | $4,510-45.7% | $10,132-75.8% |